Value Base Ltd. has filed a Form 13F-HR with the U.S. Securities and Exchange Commission (SEC) disclosing its equity securities holdings as of the close of business on September 30, 2026.
The filing, submitted on October 11, 2026, covers the investment portfolio managed by Value Base Fund Management Ltd., an Israeli subsidiary. The firm reports that it exercises investment discretion over the securities listed in the filing. The firm notes that the report is not an admission of beneficial ownership and that the company disclaims ownership except to the extent of its pecuniary interest.
Value Base Ltd. is an Israeli private company controlled by Victor Shamrich and Ido Nouberger. The firm is based at 23 Yehuda Halevi St., 27th Floor, Discount Bank Tower in Tel Aviv.
The reported portfolio consists of 8 positions. The largest holding is Valens Semiconductor Ltd., for which the firm holds 11,284,324 ordinary shares. The firm also holds 10,218,831 shares of AudioCodes Ltd. and 3,362,234 shares of Cognyte Software Ltd.
The remaining disclosed positions include Teads Holding Co. Com, Radcom Ltd., and Perion Network Ltd., with share counts ranging from 5,752,107 to 922,273.
